Enterprise License Manager User Guide, Release 9.1(1)

Transcription

1 First Published: September 14, 2012 Last Modified: June 18, 2013 Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA USA Tel: NETS (6387) Fax: Text Part Number: OL

2 2014 Cisco Systems, Inc. All rights reserved.

3 CONTENTS Preface Preface v CHAPTER 1 Enterprise License Manager 1 CHAPTER 2 Enterprise License Manager Installation and Upgrade 3 Enterprise License Manager Installation 3 Install Standalone Enterprise License Manager 4 Start Installation 5 Enter Configuration Information 6 Perform Basic Installation 6 Upgrade Information 8 Upgrade Software Through Platform GUI 8 Upgrade From Local Source 9 Upgrade From Remote Source 9 Upgrade Standalone Enterprise License Manager Using CLI 11 Upgrade From Local Source 11 Upgrade From Remote Source 11 License Management CLI Commands 13 Post-Upgrade Tasks 13 Install COP Files 13 CHAPTER 3 Enterprise License Manager Operation 15 Enterprise License Manager Considerations 15 Log In to Enterprise License Manager 16 Add Product Instance 16 Edit Product Instance 17 Delete Product Instance 18 OL iii

4 Contents System Status Information 18 Dashboard View 18 License Usage View 19 License Fulfillment 21 Migrate Licenses Using Upgrade Licenses Wizard 23 Use the Add Licenses Wizard to Determine New Licensing Requirements 23 Generate License Request 24 Install License 25 CHAPTER 4 Enterprise License Manager Setup 27 About Window 27 Monitoring View Settings 28 Dashboard Settings 28 License Usage Page Settings 29 License Management View Settings 31 Licenses Page Settings 31 License Planning Page Settings 34 Inventory View Settings 36 Administration View Settings 38 CHAPTER 5 Troubleshooting 41 Unknown Username and Password for Enterprise License Manager Login 41 Configuration Changes Are Not Appearing in Enterprise License Manager 42 The Following Error Message Appears: The Cause of the Error Is Unknown 42 Product Instance Was Modified, but Changes Are Not Reflected in License Usage Data 42 Product Instance Was Deleted, but Is Still Showing Up in License Usage Data 43 Product Instance Is Not Showing Up in License Usage Data 43 Product Instance Data in Administration GUI Does Not Match Data Product Instances View in Enterprise License Manager 43 Overage Alerts Are Not Appearing When Enterprise License Manager Goes Into Overage 44 Enterprise License Manager Does Not Indicate a Product Overage 44 Licenses Are Missing Following Restoration of Enterprise License Manager on a Different Server 44 Cannot Bring System Into Compliance Using the Upgrade Licenses Wizard 45 iv OL

5 Preface This preface describes the purpose and audience of this guide, and provides information on how to obtain related documentation. Purpose The Enterprise License Manager User Guide provides instructions on how to install, set up, and use Enterprise License Manager. Audience This document provides information for network administrators and engineers who are responsible for installing and managing Enterprise License Manager. Related Documentation Refer to the following documents for further information about related licensing applications and products: Using Cisco Unified Communications Manager License Count Utility Cisco Unified Communications Manager Features & Services Guide, "Licensing" chapter Cisco Unified Communications Manager Administration Guide, "Other System Menu Options" chapter Obtaining Technical Assistance Cisco provides Cisco.com as a starting point for all technical assistance. Customers and partners can obtain documentation, troubleshooting tips, and sample configurations from online tools. For Cisco.com registered users, additional troubleshooting tools are available from the Cisco Technical Assistance Center website. OL v

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7 CHAPTER 1 Enterprise License Manager Enterprise License Manager provides simplified, enterprise-wide management of user-based licensing, including license fulfillment. Enterprise License Manager handles licensing fulfillment, supports allocation and reconciliation of licenses across supported products, and provides enterprise-level reporting of usage and entitlement. Note You have the ability to define how to manage licensing of your enterprise. You can have one Enterprise License Manager for the entire enterprise, or you can have several Enterprise License Managers and divide the enterprise in a manner that best suits your needs. Enterprise License Manager can run on a separate server or virtual machine or can coreside on a product's server or virtual machine. For more information on designing Cisco Unified Communications Systems, see Supported Products Enterprise License Manager supports the following products: Cisco Unified Communications Manager Cisco Unity Connection OL

8 Enterprise License Manager 2 OL

9 CHAPTER 2 Enterprise License Manager Installation and Upgrade Enterprise License Manager Installation, page 3 Install Standalone Enterprise License Manager, page 4 Start Installation, page 5 Enter Configuration Information, page 6 Perform Basic Installation, page 6 Upgrade Information, page 8 Upgrade Software Through Platform GUI, page 8 Upgrade From Local Source, page 9 Upgrade From Remote Source, page 9 Upgrade Standalone Enterprise License Manager Using CLI, page 11 Post-Upgrade Tasks, page 13 Install COP Files, page 13 Enterprise License Manager Installation Enterprise License Manager is installed automatically as part of the installation of Unified CM, Unity Connection, or both, as well as Unified Communications Manager Business Edition 5000 and Unified Communications Manager Business Edition You may choose to run Enterprise License Manager on one of these servers in a co-resident configuration, or you may opt to run Enterprise License Manager in a standalone configuration. For a standalone configuration, Enterprise License Manager must be installed separately. This installation follows the same installation framework as Unified CM and Unity Connection, as described below. OL

10 Install Standalone Enterprise License Manager Enterprise License Manager Installation and Upgrade Important A standalone Enterprise License Manager supports the same OVA or MCS server types that are supported for Unified CM 9.X or Unity Connection. Important In a virtual environment, Enterprise License Manager requires a static MAC address to function properly. Install Standalone Enterprise License Manager This section describes how to install Enterprise License Manager on a standalone server or virtual machine. You install the operating system and application by running one installation program. This document divides the procedure for using this installation program into the following major topics: Start installation Enter configuration information Perform basic installation Configure the first node Navigate installation wizard For instructions on how to navigate within the installation wizard, refer to the following table. Table 1: Installation Wizard Navigation To Do This Move to the next field Move to the previous field Select an option Scroll up or down in a list Go to the previous window Get help information on a window Press This Tab Alt-Tab Space bar or Enter Up or down arrow Space bar or Enter to select Back (when available) Space bar or Enter to select Help (when available) 4 OL

11 Enterprise License Manager Installation and Upgrade Start Installation Start Installation Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Insert the installation DVD into the tray and restart the server, so it boots from the DVD. After the server completes the boot sequence, the DVD Found window displays. To perform the media check, select Yes or, to skip the media check, select No. The media check checks the integrity of the DVD. If your DVD passed the media check previously, you might choose to skip the media check. If you select Yes to perform the media check, the Media Check Result window displays. Perform these tasks: If the Media Check Result displays Pass, select OK to continue the installation. If the media fails the Media Check, either download another copy from Cisco.com or obtain another DVD directly from Cisco. The system installer performs the following hardware checks to ensure that your system is correctly configured. If the installer makes any changes to your hardware configuration settings, you will get prompted to restart your system. Leave the DVD in the drive during the reboot: First, the installation process checks for the correct drivers, and you may see the following warning: No hard drives have been found. You probably need to manually choose device drivers for install to succeed. Would you like to select drivers now? To continue the installation, select Yes. The installation next checks to see whether you have a supported hardware platform. If your server does not meet the exact hardware requirements, the installation process fails with a critical error. If you think this is not correct, capture the error and report it Cisco support. The installation process next verifies RAID configuration and BIOS settings. Note If this step repeats, select Yes again. If the installation program must install a BIOS update, a notification appears telling you that the system must reboot. Press any key to continue with the installation. After the hardware checks complete, the Product Deployment selection window displays. In the Product Deployment selection window, select Cisco Enterprise License Manager. If software is currently installed on the server, the Overwrite Hard Drive window opens and displays the current software version on your hard drive and the version on the DVD. Select Yes to continue with the installation or No to cancel. Caution: If you select Yes on the Overwrite Hard Drive window, all existing data on your hard drive gets overwritten and destroyed. The Platform Installation wizard displays. You may begin the install configuration. Select one of the following options: To enter your configuration information manually and have the installation program install the configured software on the server, select Proceed and continue with this procedure. OL

12 Enter Configuration Information Enterprise License Manager Installation and Upgrade To install the software before manually configuring it, select Skip and continue with the "Enter Configuration Information" procedure. In this case the installation program installs the software, then prompts you to configure it manually. You can select Skip if you want to pre-install the application on all your servers first and then enter the configuration information at a later time. This method might cause you to spend more time performing the installation than the other methods. To cancel the installation, select Cancel. Step 9 In the Basic Install window, select Continue to install the software version on the DVD or configure the pre-installed software. Continue with the "Perform the Basic Installation" section. Enter Configuration Information Start here if you chose Skip in the Platform Installation Wizard window. Procedure Step 1 Step 2 Step 3 After the system restarts, the Preexisting Installation Configuration window displays. To continue with the Platform Installation Wizard, select Proceed. In the Basic Install window, select Continue. Continue with the "Perform the Basic Installation" section. Perform Basic Installation Procedure Step 1 Step 2 When the Timezone Configuration displays, select the appropriate time zone for the server and then select OK. The Auto Negotiation Configuration window displays. The installation process allows you to automatically set the speed and duplex settings of the Ethernet network interface card (NIC) by using automatic negotiation. You can change this setting after installation. To enable automatic negotiation, select Yes and continue with Step 5. The MTU Configuration window displays. To use this option, your hub or Ethernet switch must support automatic negotiation. To disable automatic negotiation, select No and continue with Step 3. The NIC Speed and Duplex Configuration window displays. 6 OL

13 Enterprise License Manager Installation and Upgrade Perform Basic Installation Step 3 Step 4 If you chose to disable automatic negotiation, manually select the appropriate NIC speed and duplex settings now and select OK to continue. The MTU Configuration window displays. In the MTU Configuration window, you can change the MTU size from the operating system default. The maximum transmission unit (MTU) represents the largest packet, in bytes, that this host will transmit on the network. If you are unsure of the MTU setting for your network, use the default value, which is 1500 bytes. Caution: If you configure the MTU size incorrectly, your network performance can be affected. To accept the default value (1500 bytes), select No. To change the MTU size from the operating system default, select Yes, enter the new MTU size, and select OK. The DHCP Configuration window displays. Step 5 For network configuration, you can select to either set up a static network IP address for the node or to use Dynamic Host Configuration Protocol (DHCP). Static IP addresses are recommended. If you select the DHCP option, an IP address is dynamically assigned by the DHCP server. If you have a DHCP server that is configured in your network and want to use DHCP, select Yes. The network restarts, and the Administrator Login Configuration window displays. Skip to Step 8. If you want to configure a static IP address for the node, select No. The Static Network Configuration window displays. Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 If you chose not to use DHCP, enter your static network configuration values and select OK. See Installing Cisco Unified Communications Manager for Node Configuration Data. The DNS Client Configuration window displays. To enable DNS, select Yes, enter your DNS client information, and select OK. See Installing Cisco Unified Communications Manager for information on the field descriptions of node configuration data. The network restarts by using the new configuration information, and the Administrator Login Configuration window displays. Enter your Platform Administrator login and password. See Installing Cisco Unified Communications Manager for information on the field descriptions of node configuration data. The Platform Administrator login must start with an alphabetic character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. You will need the Platform Administrator login to log in to Cisco Unified Communications Operating System Administration, the command line interface, and the Disaster Recovery System. The Certificate Information window displays. Enter your certificate signing request information and select OK. The Network Time Protocol Client Configuration window displays. Cisco recommends that you use an external NTP server to ensure accurate system time on the first node. Ensure the external NTP server is stratum 9 or higher (meaning stratums 1-9). Subsequent nodes in the cluster will get their time from the first node.when you install Cisco Unity Connection on a virtual machine, you must specify an external NTP server. Choose whether you want to configure an external NTP server or manually configure the system time. OL

14 Upgrade Information Enterprise License Manager Installation and Upgrade To set up an external NTP server, select Yes and enter the IP address, NTP server name, or NTP server pool name for at least one NTP server. You can configure up to five NTP servers, and Cisco recommends that you use at least three. Select Proceed to continue with the installation. The system contacts an NTP server and automatically sets the time on the hardware clock. Note: If the Test button displays, you can select Test to check whether the NTP servers are accessible. To manually configure the system time, select No and enter the appropriate date and time to set the hardware clock. Select OK to continue with the installation. The Security Configuration window displays. Step 12 Step 13 Step 14 Step 15 Step 16 Step 17 Step 18 Step 19 Enter the Security password. See Installing Cisco Unified Communications Manager for information on the field descriptions of node configuration data. Note: The Security password must start with an alphanumeric character, be at least six characters long, and can contain alphanumeric characters, hyphens, and underscores. The system uses this password to authorize communications between nodes, and you must ensure this password is identical on all nodes in the cluster. Select OK. The Application User Configuration window displays. Enter the Application User name and password (see Installing Cisco Unified Communications Manager). Enter the password again to confirm. Select OK. The Platform Configuration Confirmation window displays. To continue with the installation, select OK; or to modify the platform configuration, select Back. The system installs and configures the software. The DVD drive ejects, and the server reboots. Do not reinsert the DVD. When the installation process completes, you are prompted to log in by using the Administrator account and password. Complete the post-installation tasks that are listed in the "Post-Installation Tasks" section. Once complete, a message appears indicating that the Enterprise License Manager install has completed successfully. Upgrade Information Use the following information to upgrade software in a standalone configuration. Upgrade Software Through Platform GUI This section provides procedures for upgrading, via the platform GUI, using one of the following methods: Upgrade from a local source Upgrade from a remote source 8 OL

15 Enterprise License Manager Installation and Upgrade Upgrade From Local Source Note Do not use the browser controls, such as Refresh/Reload, while you are accessing Cisco Unified Operating System Administration. Instead, use the navigation controls that are provided by the interface. Upgrade From Local Source Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 If you do not have a Cisco-provided upgrade disk, create an upgrade disk by burning the upgrade file that you downloaded onto a DVD as an ISO image. Note Just copying the.iso file to the DVD will not work. Most commercial disk burning applications can create ISO image disks. Insert the new DVD into the disc drive on the local server that is to be upgraded. From the Administration Settings > OS Admin page, log in to Cisco Unified Communications Operating System Administration. Navigate to Software Upgrades > Install/Upgrade. The Software Installation/Upgrade window displays. From the Source list, select DVD. Enter a slash (/) in the Directory field. To continue the upgrade process, click Next. Choose the upgrade version that you want to install and click Next. In the next window, monitor the progress of the download. If you want to install the upgrade and automatically reboot to the upgraded partition, select Switch to new version after upgrad (system reboots). The system restarts and is running the upgraded software. If you want to install the upgrade and then manually reboot to the upgraded partition at a later time, do the following steps: a) Select Do not switch to new version after upgrade (no system reboots). b) Click Next. The Upgrade Status window displays the Upgrade log. c) When the installation completes, click Finish. d) To restart the system and activate the upgrade, select Settings > Version; then, click Switch Version. The system restarts running the upgraded software. Upgrade From Remote Source To upgrade the software from a network location or remote server, use the following procedure. OL

16 Upgrade From Remote Source Enterprise License Manager Installation and Upgrade Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Put the upgrade file on an FTP or SFTP server that the server that you are upgrading can access. Log in to Cisco Unified Communications Operating System Administration. Navigate to Software Upgrades > Install/Upgrade. The Software Installation/Upgrade window displays. From the Source list, select Remote Filesystem. In the Directory field, enter the path to the directory that contains the patch file on the remote system. If the upgrade file is located on a Linux or Unix server, you must enter a forward slash at the beginning of the directory path. For example, if the upgrade file is in the patches directory, you must enter /patches If the upgrade file is located on a Windows server, remember that you are connecting to an FTP or SFTP server, so use the appropriate syntax, including: Begin the path with a forward slash (/) and use forward slashes throughout the path. The path must start from the FTP or SFTP root directory on the server, so you cannot enter a Windows absolute path, which starts with a drive letter (for example, C:). Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 In the Server field, enter the server name or IP address. In the User Name field, enter your user name on the remote server. In the User Password field, enter your password on the remote server. Select the transfer protocol from the Transfer Protocol field. To continue the upgrade process, click Next. Choose the upgrade version that you want to install and click Next. In the next window, monitor the progress of the download. If you lose your connection with the server or close your browser during the upgrade process, you may see the following message when you try to access the Software Upgrades menu again: Warning: Another session is installing software, click Assume Control to take over the installation. If you are sure you want to take over the session, click Assume Control. If Assume Control does not display, you can also monitor the upgrade with the Real Time Monitoring Tool. Step 13 Step 14 If you want to install the upgrade and automatically reboot to the upgraded partition, select Switch to new version after upgrad (system reboots). The system restarts and runs the upgraded software. If you want to install the upgrade and then manually reboot to the upgraded partition at a later time, do the following steps: a) Select Do not switch to new version after upgrade (no system reboots). b) Click Next. The Upgrade Status window displays the Upgrade log. c) When the installation completes, click Finish. d) To restart the system and activate the upgrade, select Settings > Version; then, click Switch Version. The system restarts and is running the upgraded software. 10 OL

17 Enterprise License Manager Installation and Upgrade Upgrade Standalone Enterprise License Manager Using CLI Upgrade Standalone Enterprise License Manager Using CLI To initiate an upgrade from a local or remote source using CLI commands, use the following procedures. Upgrade From Local Source Before You Begin If you do not have a Cisco-provided upgrade disk, create an upgrade disk by burning the upgrade file that you downloaded onto a DVD as an ISO image. Just copying the.iso file to the DVD will not work. Most commercial disk burning applications can create ISO image disks. Procedure Step 1 Step 2 Insert the new DVD into the disc drive on the local server that is to be upgraded. Enter the utils system upgrade initiate command, as shown in the following example. Example: admin:utils system upgrade initiate The following options appear: Warning: Do not close this window without first exiting the upgrade command. Source: 1) Remote Filesystem via SFTP 2) Remote Filesystem via FTP 3) Local DVD/CD q) quit Please select an option (1-3 or "q" ): Step 3 Select option 3. 1) CiscoPrimeLM_64bitLnx_ sgn.iso q) quit Step 4 Step 5 Step 6 Select option 1 to download upgrade file. Accessing the file. Please wait... Checksumming the file... Validating the file... A system reboot is required when the upgrade process completes or is canceled. This will ensure services affected by the upgrade process are functioning properly. Downloaded: CiscoPrimeLM_64bitLnx_ sgn.iso File version: File checksum: c4:13:ad:95:7b:c8:c1:01:1b:91:bb:da:8d:84:09:ea Enter yes to automatically switch versions if the upgrade was successful. Automatically switch versions if the upgrade is successful (yes/no): yes Enter yes to start installation. Start installation (yes/no): yes Upgrade From Remote Source Before You Begin You need to place the ISO on a network location or remote drive that is accessible from Cisco Prime License Manager prior to starting this procedure. OL

18 Upgrade From Remote Source Enterprise License Manager Installation and Upgrade Procedure Step 1 Enter the utils system upgrade initiate command, as shown in the following example. Example: utils system upgrade initiate The following options appear: Warning: Do not close this window without first canceling the upgrade. 1) Remote Filesystem via SFTP 2) Remote Filesystem via FTP 3) Local DVD/CD q) quit Please select an option (1-3 or "q" ): Step 2 Select option 1. Step 3 Enter Directory, Server, User Name, and Password information when prompted. Please select an option (1-3 or "q" ): 1 Directory: /auto/ipcbu-builds2-published/elm/ Server: se032c User Name: bsmith Password: ******** Checking for valid upgrades. Please wait... Step 4 Enter SMTP Host Server (optional) to receive notification once upgrade is complete. The following options appear: Available options and upgrades in "se032c-94-61:/auto/ipcbu-builds2-published/elm/ ": 1) CiscoPrimeLM_64bitLnx_ sgn.iso q) quit Step 5 Select option 1 to download upgrade file. The following messages appear: Accessing the file. Please wait... Validating the file... Downloaded 935 MB. Checksumming the file... A system reboot is required when the upgrade process completes or is canceled. This will ensure services affected by the upgrade process are functioning properly. 12 OL

19 Enterprise License Manager Installation and Upgrade License Management CLI Commands Downloaded: CiscoPrimeLM_64bitLnx_ sgn.iso File version: File checksum: c4:13:ad:95:7b:c8:c1:01:1b:91:bb:da:8d:84:09:ea Step 6 Step 7 Enter No when asked to automatically switch versions if the upgrade is successful. Automatically switch versions if the upgrade is successful (yes/no): no Enter Yes to start installation. Start installation (yes/no): yes License Management CLI Commands Important To use Enterprise License Manager CLI commands, you need a privilege level of 0 or higher. The following CLI commands are available for Enterprise License Manager: license management list users license management change user{name password} For detailed information on these commands, and additional CLI information, see Command Line Interface Reference Guide for Cisco Unified Solutions. Post-Upgrade Tasks After the upgrade, perform the following tasks: Check the version number in the About box to verify that it is the expected upgraded version. Perform a synchronization by selecting Inventory > Product Instances > Synchronize Now. Check the Dashboard to verify that there are no alerts. Install COP Files Use the following procedure to install Cisco Option files (COP) files. COP files are used to enable additional functionality (for example: localization). OL

20 Install COP Files Enterprise License Manager Installation and Upgrade Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 Step 13 Step 14 Obtain and store the COP file from Cisco.com by selecting Product/Technology Support > Download Software. Place the COP file on an FTP or SFTP server that the server that you are upgrading can access. Log in to Cisco Unified Communications Operating System Administration. Navigate to Software Upgrades > Install/Upgrade. The Software Installation/Upgrade window displays. From the Source list, select Remote Filesystem. In the Directory field, enter the path to the directory that contains the patch file on the remote system. If the upgrade file is located on a Linux or Unix server, you must enter a forward slash at the beginning of the directory path. For example, if the upgrade file is in the patches directory, you must enter /patches If the upgrade file is located on a Windows server, remember that you are connecting to an FTP or SFTP server, so use the appropriate syntax, including: a) Begin the path with a forward slash (/) and use forward slashes throughout the path. b) The path must start from the FTP or SFTP root directory on the server, so you cannot enter a Windows In the Server field, enter the server name or IP address. In the User Name field, enter your user name on the remote server. In the User Password field, enter your password on the remote server. Select the transfer protocol from the Transfer Protocol field. Select the COP file that you want to install from Software Location, Options/Upgrades and click Next. In the next window, monitor the progress of the download. If you lose your connection with the server or close your browser during the upgrade process, you may see the following message when you try to access the Software Upgrades menu again: Warning: Another session is installing software; click Assume Control to take over the installation. If you are sure you want to take over the session, click Assume Control. Once the download is complete, confirm the file checksum details and click Next. In the next window, monitor the progress of the installation. Note The installation of a COP file may require a system restart. This restart requirement will be stated in the output section of the log. Cisco recommends that you perform this restart during an off-peak period. 14 OL

21 CHAPTER 3 Enterprise License Manager Operation The following sections provide information on using Enterprise License Manager. Enterprise License Manager Considerations, page 15 Log In to Enterprise License Manager, page 16 Add Product Instance, page 16 Edit Product Instance, page 17 Delete Product Instance, page 18 System Status Information, page 18 Dashboard View, page 18 License Usage View, page 19 License Fulfillment, page 21 Migrate Licenses Using Upgrade Licenses Wizard, page 23 Use the Add Licenses Wizard to Determine New Licensing Requirements, page 23 Generate License Request, page 24 Install License, page 25 Enterprise License Manager Considerations Follow these steps to begin using Enterprise License Manager: Log in to Enterprise License Manager. See Log In to Enterprise License Manager, on page 16. Add a product instance. See Add Product Instance, on page 16. Use the Dashboard or the License Usage page to determine what licenses are required for your product. For more information on the Dashboard or the License Usage pages, see System Status Information, on page 18. OL

22 Log In to Enterprise License Manager Enterprise License Manager Operation Migrate your existing licenses if your Enterprise License Manager is managing any product instances that have been upgraded from a pre-9.0 version. See Migrate Licenses Using Upgrade Licenses Wizard, on page 23. Perform new license fulfillment if you have Enterprise License Manager installed on a new standalone system. See Use the Add Licenses Wizard to Determine New Licensing Requirements, on page 23. Log In to Enterprise License Manager Procedure Step 1 Step 2 Select Enterprise License Manager from the list of installed applications. Enter your username and password. Click Login. Note The initial login requires the application username and password that you created as part of the installation. If you are not sure what username and password to use for signing into Enterprise License Manager, see Troubleshooting, on page 41. Add Product Instance The following procedure describes how to add a product instance in Enterprise License Manager. Important Once you upgrade to Cisco Unified Communications Manager Release 9.0 (or higher), you will no longer be able to install DLUs. To use any currently installed DLUs, you must install them on your Cisco Unified Communications Manager servers prior to upgrading. Important Only the publisher node in a cluster can be added as a Product Instance. Attempting to add subscribers will result in an error. Procedure Step 1 Step 2 Step 3 Step 4 Log in to Enterprise License Manager. Choose Inventory > Product Instances. Click Add. The Add Product Instance dialog box appears. Enter the following information: Name (optional) Product Type 16 OL

23 Enterprise License Manager Operation Edit Product Instance Hostname/IP Address Username Password Step 5 Step 6 Note Credentials are the OS Administration username and password of the product. Click OK to add the product instance. Once the product instance has been successfully added, the product appears in the Product Instances table. Note On the Product Instances page, click the Synchronize Now button to extract the licensing information from the new product. If you do not synchronize, current product instance information will not appear in Enterprise License Manager. Note An asterisk appears next to the version field of all product instances which have pre-9.0 licenses. To make pre-9.0 licenses available in the Enterprise License Manager, they must be migrated. For information on migrating licenses, see: Migrate Licenses Using Upgrade Licenses Wizard, on page 23. Note If you wish to add a Cisco Unified Communications Manager Business Edition 5000, you need to add two product instances. The first time you enter the information detailed in Step 4, select Unified CM as the product type. The second time you add a product type, enter a unique name and select Unity Connection as the product type. All other information is the same. Edit Product Instance The following procedure describes how to edit a product instance in Enterprise License Manager. Procedure Step 1 Step 2 Step 3 To edit a product instance, select that instance from the Product Instance table. From the General tab of the Product Instance details page, edit the preferred settings for the product instance. If the hostname or IP address of the product instance changes, you need to delete the product instance from the Enterprise License Manager prior to changing the hostname/ip address. You then re-add it to the Enterprise License Manager once you have completed the hostname/ip address change. OL

24 Delete Product Instance Enterprise License Manager Operation Delete Product Instance Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Select the radio button next to the product instance you wish to delete. Click the Delete button. A message appears stating that the Product Instance will be permanently deleted, and requesting confirmation to continue or cancel. Click Continue. A message appears, confirming that the product instance was successfully deleted. Following a successful deletion, click the Synchronize Now button to obtain the most up-to-date licensing information for all license types in the system. System Status Information The Monitoring section of the Enterprise License Manager interface provides the following views that enable you to monitor the system status: Dashboard View, on page 18 License Usage View, on page 19 Dashboard View The Dashboard provides an at-a-glance view of the system. Links in the Dashboard navigate to their related pages within Enterprise License Manager. Note When Enterprise License Manager is first installed, it operates in Demo mode until a license file is installed. While Enterprise License Manager is in Demo mode, a warning appears at the top of the GUI. Note Demo mode in Enterprise License Manager refers to the fact that no license file has been installed yet. During the first license file installation process, Enterprise License Manager is registered with the Cisco licensing back office and is no longer in Demo mode. Product instances managed by Enterprise License Manager are not in compliance as long as Enterprise License Manager is in Demo mode. Each product type (for example, Unified CM, Unity Connection) has its own version of "demo mode" that operates independently of Enterprise License Manager s Demo mode. The Dashboard contains the following: 18 OL

25 Enterprise License Manager Operation License Usage View Overview Provides information on Product Instances, Last License Update, and Last Synchronization date and time. License Usage Lists the product type and the number of licenses allocated to each of those products. License Alerts Lists alerts according to product type and the status of the alert. Alerts indicate: License types that are non-compliant Licenses that are nearing expiration Synchronization Failures Lists the product instance name, reason for failure, and last successful synchronization. License Usage View The License Usage page identifies the licenses installed on the system and how those licenses have been used at the time of the last synchronization. There are two views available from the License Usage page: Table View Chart View Table View The Table View provides the following information for each license type: Type of licenses in use Product scope Number of licenses required Number of licenses installed Number of licenses unused Status of that license type (for example: in compliance, in violation, and so on) You can also view license properties and usage by selecting one of license types installed on the system. The License Type details page contains the following information: License Usage Chart Usage by Instance Installed Licenses by Type OL

26 License Usage View Enterprise License Manager Operation For a comprehensive view of all license types, click the View all license type descriptions on Cisco.com (new window) link under the License section. Chart View The Chart View tab presents a graphical view of the number of licenses used for a particular product. Placing your mouse over each of the chart's bars reveals license count information. The figure below shows a Chart View which illustrates the number of licenses: Installed Borrowed from Upper Tier Required Loaned to Lower Tier The Chart View also identifies, with a red x, instances where there are insufficient licenses. Substitution and Tiering License types are categorized into license tiers, where the higher license tiers offer more functionality than the lower tiers. The License Usage Table View and Chart View (as shown in the figure above) displays the types in order of tier, highest to lowest. Note TelePresence Room is separate from the other license types and cannot borrow from the others. License substitution refers to the Enterprise License Manager feature where a higher tier license type can be substituted for a lower-tiered type that would otherwise be in overage. In the Chart View example (in the above figure), there are 50 spare Basic licenses on loan to Essential. In this example, the 50 spare licenses are sufficient to cover the entire Essential overage. If the user installs a license file that adds Essential licenses, the spare Basic licenses would then be available for future Basic requirements. 20 OL

27 Enterprise License Manager Operation License Fulfillment License Fulfillment Once a product instance has been added (see Add Product Instance), you must then identify your licensing requirements and plan accordingly. Note You may wish to check your Dashboard or License Usage page first, to determine what licenses are required for your product. For more information on the Dashboard or the License Usage pages, see System Status Information. Enterprise License Manager provides two options for performing license fulfillment: Electronic fulfillment (e-fulfillment) Manual fulfillment Electronic fulfillment is the quicker and easier option of the two; however, in deployments where internet connectivity is not available, a locked-down lab for example, Manual fulfillment may be the only option. Electronic Fulfillment Use the following procedure to add new licenses via e-fulfillment. 1 Log in to Enterprise License Manager. 2 Select License Management > Licenses. 3 If not already selected, click the Enable button to enable e-fulfillment. 4 Select Fulfill Licenses from PAK. The Add/Install Licenses window appears. Note Next to the Fulfill Licenses from PAK option there is another option entitled "Other Fulfillment options". Selecting the drop-down arrow under this option reveals two options: "Fulfill Licenses from File" and "Generate License Request". These options are the same as those available under Manual fulfillment. 5 Select the Add licenses from a new PAK option and enter the Product Authorization Key (PAK) code. If you have previously entered PAKs in Enterprise License Manager, you may select the second option, "Add licenses from an already-installed PAK that supports partial fulfillment PAK Codes". Once you have selected that option, select the existing PAK code from the drop-down menu. 6 Click the Next button. If prompted for your Cisco.com account information, enter the information you entered when you registered at Cisco.com. 7 Click the Ok button. The Review Contents section appears. 8 The licenses within the PAK are listed by SKU name. The numbers of each license are categorized under a number of headings to indicate how many have been used and how many are still available. You can install the number of licenses you want by clicking on that license type and entering, under the Install column, the number of licenses you wish to install. OL

28 License Fulfillment Enterprise License Manager Operation Important In some cases you may not have the option to perform partial fulfillment. In this situation, all licenses are installed. Note If licenses are listed as "Already Fulfilled" in the Review Contents section, those licenses have been fulfilled by this or another Enterprise License Manager. 9 Click the Next button. The License Option section appears. You may enter a description (optional). You may also associate this transaction with a saved add/upgrade license summary by selecting that option and then selecting the name of the license summary from the drop-down list. 10 Select the checkbox to accept the conditions of the End user License Agreement. 11 Click the Finish button. 12 Upon successful completion of the e-fulfillment process, the new fulfillment appears in the Licenses table. Adjust PAK fulfillment In e-fulfillment mode, you can perform partial fulfillment of a particular PAK that has already been partially fulfilled on that Enterprise License Manager using the following procedure: 1 In the License Management > Licenses page, in the License Fulfillment table, select the PAK from the list under the PAK column. Note An edit (pencil) icon denotes PAKs which support partial fulfillment. 2 The PAK Details window opens, showing the original number of licenses in the PAK. Select Adjust PAK Fulfillment to retrieve the current status of the PAK. 3 If prompted, enter your Cisco.com account information (the information entered when you registered at Cisco.com). 4 You can now edit the Install column for each license type. 5 Once you have adjusted your PAK fulfillment numbers; click the Update PAK Fulfillment button. Note Fulfillment numbers can only be increased, never decreased. Manual Fulfillment Manual fulfillment requires additional steps to perform license fulfillment. In situations where internet connectivity is not available, Manual fulfillment is the only method available. Manual fulfillment is also necessary for license migration, as described below: 1 Migrate existing licenses (if applicable) into Enterprise License Manager. To migrate existing licenses, see Migrate Licenses Using Upgrade Licenses Wizard 2 Once any existing licenses have been migrated, acquire new licenses using the following procedure: Use the Add Licenses Wizard to Determine New Licensing Requirements 22 OL

29 Enterprise License Manager Operation Migrate Licenses Using Upgrade Licenses Wizard Migrate Licenses Using Upgrade Licenses Wizard Use the following procedure to plan for migration from pre-9.0 licensing to 9.0 user-based licensing. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 From the License Management > License Planning page in Enterprise License Manager, click the Migrate License to Enterprise License Manager button. The Upgrade Licenses wizard window appears. The first step involves choosing the product type. From the Choose Product Type section, select the type of product to upgrade from the drop-down menu. Click Next. The Choose Product Instances section appears. To upgrade a product instance, select it in the Available Product Instances window and click the arrow to move it to the Product Instances to Upgrade window. Click Next. The only products that appear in the Available Product Instances table are those that have been upgraded from a previous release and have not yet had their licenses migrated. The Specify License Counts section appears. Select the appropriate Recommendation Mode from the drop-down list to view the recommended license counts as either User Connect Licenses (UCL) or Cisco Unified Workshop Licenses (CUWL). In the License Allocation table, edit the Adjust Recommended Count column and click Save to save your change for that license type. You may also choose to run a compliance check by clicking the Run Compliance Check button, or reset the license values by clicking the Reset Values button. Once all license count values have been updated, click Next. Clicking the arrow next to each license type reveals additional information on that license type. Caution The upgrade process can be completed only once per Unified CM product instance. You will not be able to upgrade any remaining DLUs on the selected product instances in the future. The Summary and Next Steps section appears. In this section you can view and save a summary of the changes you made. To view the summary, click View Summary. A default name for the summary also appears in the Name field using the format <productname>-add-<date-time-stamp> format. Instructions for placing your order and fulfilling your licenses also appear in this section. Click Finish & Generate Request The License Migration Request and Next Steps window appears. Copy the selected text to your clipboard or click Save it to a file on your computer. Select License Migration Portal under Step 2 and paste the copied text in the designated field or select the saved file from your computer. Click Close to return to the License Planning page The license migration plan now appears in the table on the License Planning page. Use the Add Licenses Wizard to Determine New Licensing Requirements Use the following procedure to plan the addition of new licenses. OL

30 Generate License Request Enterprise License Manager Operation Procedure Step 1 Step 2 Step 3 Step 4 Step 5 From the License Management > License Planning page in Enterprise License Manager, click the Add Licenses button. The Add Licenses wizard window appears. The first step involves choosing the product type. From the Choose Product section, from the drop-down menus, select the type and version of product to which you want to add a licence. Click Next. The Specify License Counts section appears. From this section, adjust the number of licenses that will be allocated to each type of license and click Save to save your changes for that license type. You may also choose to run a compliance check by clicking the Run Compliance Check button, or reset the license values by clicking the Reset Values button. Once the number of licenses has been set, click Next. Clicking the arrow next to each license type reveals additional information on that license type. The Summary and Next Steps section appears. In this section you can view and save a summary of the changes you made. You can also enter your own summary name and description. To view the summary, click View Summary. The Save Summary in Enterprise License Manager option is selected by default. A default name for the summary also appears in the Name field using the format <productname>-add-<date-time-stamp> format. Instructions for placing your order and fulfilling your licenses also appear in this section. Click Finish to complete Add Licenses wizard. Generate License Request To obtain a new license (using Manual fulfillment), you must first generate a license request through the License Management > Licenses page, and then use the information generated to submit a request. You will then receive your license file via . Use the following procedure to generate a license request. Procedure Step 1 Step 2 Step 3 Log in to Enterprise License Manager. From the License Management > Licenses page, select Generate License Request from the drop-down list under Other Fulfillment Options. The License Request and Next Steps window appears. Copy the selected text to your clipboard or click Save the License Request File to your computer. What to Do Next Once you have your license request information saved either to your clipboard or to your computer, you need to access the Cisco License Registration site and paste it into the appropriate field. When you receive your license file via , install your new license file in Enterprise License Manager using the Install License, on page 25 procedure. 24 OL

31 Enterprise License Manager Operation Install License Install License Before You Begin Once you have obtained your license using the Migrate Licenses Using Upgrade Licenses Wizard, on page 23 procedure or the Generate License Request, on page 24 procedure, you can then install that license in Enterprise License Manager. Use the following procedure to install licenses. Note This procedure applies mainly to Manual fulfillment. Use of e-fulfillment does not require use of the Install Licenses feature. Important If Enterprise License Manager is in demo mode, the initial license fulfillment generated must be installed prior to fulfillment of additional licenses. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Log in to Enterprise License Manager. Select License Management > Licenses. Click the Install Licenses button. The Install New License File window appears. Click the Browse button. Choose the license file to upload and install, then click Open. The license file now appears in the License File field. Click the Install button. Once the license is correctly installed, a message appears indicting that the installation was successful. Click Close to return to the Licenses page. OL

32 Install License Enterprise License Manager Operation 26 OL

33 CHAPTER 4 Enterprise License Manager Setup About Window, page 27 Monitoring View Settings, page 28 Dashboard Settings, page 28 License Usage Page Settings, page 29 License Management View Settings, page 31 Licenses Page Settings, page 31 License Planning Page Settings, page 34 Inventory View Settings, page 36 Administration View Settings, page 38 About Window Setting About The About dialog box contains the Enterprise License Manager version number and Registration ID number. Note This information can be used for re-hosting. Re-hosting is the process that customers must follow to move licenses from one instance of Enterprise License Manager to another. Licenses that have already been issued and fulfilled in one instance of Enterprise License Manager are moved to a new or different instance of Enterprise License Manager through the re-hosting process. As part of this process, it is suggested that the version number and Registration ID number be recorded in some fashion following any installation of Enterprise License Manager. OL

34 Monitoring View Settings Enterprise License Manager Setup Monitoring View Settings Dashboard Settings The Monitoring view contains two pages that allow you to view licensing information and configure product licenses: Dashboard Settings, on page 28 License Usage Page Settings, on page 29 Setting Overview section Product Instances Last License Update Last Synchronization The total number of product instances managed by Enterprise License Manager. Clicking Product Instances takes you to the Inventory > Product Instances page. The date of the last license update. Clicking Last License Update takes you to the License Management > Licenses page. The date of the last successful synchronization. Clicking Last Synchronization takes you to the Inventory > Product Instances page where you can view the Synchronization Status and Last Successful Synchronization for each product instance. You can also perform a synchronization from this page by clicking the Synchronize Now button. Note Synchronization occurs when Enterprise License Manager collects up-to-date licensing information for all license types in the system. License Alerts section Type Status License types that are non-compliant Provides information about the alert (for example, insufficient licenses or when a license is due to expire) License Usage section Type Required Specifies the product type The number of licenses allocated to each of those product types Synchronization Failures section 28 OL

35 Enterprise License Manager Setup License Usage Page Settings Setting Name Failure Reason Last Success The name of the system upon which the synchronization was attempted and failed Identifies the reason the synchronization failed The date and time of the last successful synchronization License Usage Page Settings The License Usage page provides two distinct views of how licenses are being used: Table View Chart View Note In both Table and Chart views, you have the option of synchronizing the licenses by clicking the Synchronize Now button. Setting Table View Type Product Scope Required Installed Unused Status The name of the license types supported within the product scope. For more information, click on a particular license type in the Type column to open a detailed license type page. The product type The number of licenses required by the product instances in order to deliver the services you have provisioned on those servers. The number of licenses currently installed The difference between the number of Required and Installed licenses. The numbers in this column are color-coded to represent the state of unused licenses for a particular license type. If the number is red, the number of licenses is considered insufficient. If the number is black, the number of licenses is considered to be in compliance. The license status (ex: Temp Licenses Nearing Expiration, In Compliance ) OL

36 License Usage Page Settings Enterprise License Manager Setup Setting Synchronize Now button Synchronizes Enterprise License Manager with the product instances to obtain the most up-to-date licensing information for all license types in the system Chart View Available The Available licenses are categorized as: Installed Borrowed from Upper Tier Used The Used licenses are categorized as: Required Loaned to Lower Tier There are a number of license types under the Chart View. For detailed information on those license types, see Synchronize Now button Synchronizes Enterprise License Manager with the product instances to obtain the most up-to-date licensing information for all license types in the system License Usage details page Note Clicking on a license in the Table View in the License Usage page opens this License Usage details page License section The License section provides a description of that license type. There is also a link provided to view descriptions of all license types on Cisco.com. Usage Chart section Usage by Instance section Installed Licenses by Type section The Usage Chart section provides a graphical representation of how many of that particular license type are available, and of those, how many are installed or borrowed from the upper tier. It also indicates how many of that license type are being used, and of those, how many are required or loaned to the lower tier. The Usage by Instance section lists the systems that are using that particular license type, and identifies the product type of the system, release version, and the number of licenses required for each of those systems. The Installed Licenses by Type section distinguishes between Permanent and Temporary licenses, the number of licenses that each is limited to, and the expiry date for the temporary licenses. 30 OL

37 Enterprise License Manager Setup License Management View Settings License Management View Settings The License Management view contains two pages that allow you to view licensing information and configure product licenses: Licenses Page Settings, on page 31 Licenses Page Settings License Planning Page Settings, on page 34 Setting Licenses page Enable button Disable button Fulfill Licenses from PAK button (e-fulfillment) Other Fulfillment options (e-fulfillment) Allows you to enable e-fulfillment. This is the default state. Allows you to disable e-fulfillment. If e-fulfillment is disabled, by selecting the Disable button, only Manual Fulfillment options are visible. Opens the Fulfill Licenses from PAK wizard (e-fulfillment) Drop-down menu, visible when e-fulfillment is enabled, that allows you to: Fulfill Licenses from File Generate License Request Note Both these options are the same as those available under Manual fulfillment. The Fulfill Licenses from File option opens the Install License File page. The Generate License Request option opens the License Request and Next Steps dialog box. Fulfill Licenses from File button (Manual Fulfillment) Other Fulfillment options (Manual Fulfillment) Opens the Install License File page Drop-down menu, visible when e-fulfillment is disabled, that allows you to: Generate License Request The Generate License Request opens the License Request and Next Steps dialog box Fulfillment Date Specifies the date of license fulfillment OL

38 Licenses Page Settings Enterprise License Manager Setup Setting Method PAK The description, specified by the user in the wizard, of the license fulfillment Specifies the type of license fulfillment used (e-fulfillment or File Install) Specifies the PAK ID (in e-fulfillment mode, the PAK IDs are clickable links that open the PAK detail window which allows you to adjust PAK fulfillment for that particular PAK) Fulfill Licenses from PAK page Choose Method From the Choose Method section of the Fulfill Licenses from PAK page, you can add licenses from: A new PAK An already-installed PAK that supports partial fulfillment (only PAKs that support partial fulfillment are displayed in the drop-down menu) Review Contents License Options From the Review Contents section of the Fulfill Licenses from PAK page, you can review the contents of the PAK. If the PAK supports partial fulfillment, you can adjust the license installation counts. From the License Options section of the Fulfill Licenses from PAK page, you can add a description to the transaction or associate it with a previously generated add or upgrade plan. Install License File page Browse button Install button Allows you to select license file from your computer. When the license file has been selected (using the Browse button), it appears in the License File field. The Install button is then used to install that license file. License Request and Next Steps dialog box Copy the selected text Register your Licenses Install your Licenses The first step in the License Request and Next Steps dialog box provides the following options: copy the text in the text box to your clipboard or click the link to save the license request file to your computer. The second step instructs you to register your licenses by clicking the link provided. The third step advises you to return to Enterprise License Manager and install your licenses once you have received them. License files are generally obtained via or downloaded from the Cisco portal. Clicking the Install button returns you to the Licenses page. 32 OL

39 Enterprise License Manager Setup Licenses Page Settings Setting PAK Details page Adjust PAK Fulfillment option PAK Contents table Clicking the Adjust PAK Fulfillment link at the top of the PAK Details page retrieves the latest PAK details, changes the table from read-only to editable, and allows you to adjust the PAK fulfillment for Enterprise License Manager. The PAK Contents table contains the following columns: SKU Name - specifies the name of a license contained in the file Type - specifies the license type (ex: Permanent, Time-limited) Expiration - specifies the expiry date of time-limited licenses Total in PAK - specifies the total number of that license type in the PAK If you select the Adjust PAK Fulfillment option, the following additional columns appear in the table: Already Fulfilled Available to Install Install (editable) Remaining Available View <File ID> page File Details The File Details section contains the following information: File Name Installation Date Associated Summary File Contents The File Contents section contains a Licence File Contents table that lists license files under the following categories: Type Product Scope Count (the number of that particular license type) Expiration date Edit <File ID> page OL

40 License Planning Page Settings Enterprise License Manager Setup Setting Edit File Details Clicking the Edit File Details button on the View <File ID> window opens the Edit File Details window, which contains the following information: File Name Installation Date Associated Summary (the license plan associated with this license file) The and Associated Summary fields can be edited. License Planning Page Settings Setting License Planning page Name Specifies the name of the license plan Selecting a license plan name from the list in the History table opens the Details window for that license plan. This window contains the following information: Name (editable) (editable) Type Created Date Summary (includes a View Summary link that provides summary information for that license plan) Type Creation Date Action Add Licenses button Provides a brief description of the license plan Specifies the license plan type Specifies the license plan creation date The Action column provides a Delete button to delete a license plan Clicking the Add License button opens the Add License wizard. For instructions on how to complete the Add License wizard, see the Enterprise License Manager User Guide. 34 OL

41 Enterprise License Manager Setup License Planning Page Settings Setting Upgrade Licenses button Clicking the Upgrade Licenses button opens the Upgrade Licenses wizard. For instructions on how to complete the Upgrade Licenses wizard, see the Enterprise License Manager User Guide. Add Licenses page Choose Product section Specify License Counts section Summary and Next Steps section From the Choose Product section of the Add Licenses window, you can select (from the drop-down menus) the Product Type and the Product Version to which you want to add licenses. From the Specify License Counts section of the Add Licenses window, you can adjust the number of licenses to be allocated to each type of license and save your changes for that license type. You may also choose to run a compliance check by clicking the Run Compliance Check button, or reset the license values by clicking the Reset Values button. From the Summary and Next Steps section of the Add Licenses window, you can view and save a summary of the changes you made in the Choose Product and Specify License Counts sections. The Save Summary in Enterprise License Manager option is selected by default. A default name for the summary also appears in the Name field using the format <productname>-add-<date-time-stamp> format. Upgrade Licenses page Choose Product Type Choose Product Instances Specify License Counts From the Choose Product Type section of the Upgrade Licenses window, you can select the type of product to upgrade from the drop-down menu. From the Choose Product Instances section of the Upgrade Licenses window, you can upgrade a product instance by selecting it in the Available Product Instances window and click the arrow to move it to the Product Instances to Upgrade window. From the Specify License Counts section of the Upgrade Licenses window, you can edit the license count in the Updated License Count column. You may also choose to run a compliance check by clicking the Run Compliance Check button, or reset the license values by clicking the Reset Values button. OL

42 Inventory View Settings Enterprise License Manager Setup Setting Summary and Next Steps License Migration Request and Next Steps From the Summary and Next Steps section of the Upgrade Licenses window, you can view and save a summary of the changes you made. The Save Summary in Enterprise License Manager option is selected by default. A default name for the summary also appears in the Name field using the format <productname>- migrate-<date-time-stamp> format. Instructions for placing your order and fulfilling your licenses also appear in this section. The Finish & Generate Request button completes the process and closes the Upgrade Licenses wizard. Clicking the Finish & Generate Request button in the Summary and Next Steps section of the Upgrade Licenses window opens the License Migration Request and Next Steps dialog box. From this dialog box you can save the License Migration Request.zip file to your PC. Instructions for ing your License Migration Request to Cisco and installing your licenses also appear in this section. Inventory View Settings The Inventory view contains the Product Instances page, which allows you to view product license information. From this page, you can add, delete, and synchronize a product instance. Setting Product Instances Name Hostname/IP Address Product Type Version Synchronization Status Last Successful Synchronization Specifies the name of the product instance Specifies the hostname or IP address of the product instance Specifies the type of product instance (Unified CM or Unity Connection) Specifies the product release of the product instance Specifies the status of the product instance synchronization (for example, Success, Registration Conflict, Invalid Server Type ) Specifies the date and time of the last successful synchronization. 36 OL

43 Enterprise License Manager Setup Inventory View Settings Setting Add button Test Connection button Delete button Launch Admin GUI button Synchronize Now button Clicking the Add button on the Product Instances page opens the Add Product Instance dialog box. From this dialog box, you can enter the following information: Note Name (optional) Product Type Hostname/IP Address Username Password Once you have added your new product instance, be sure to click the Synchronize Now button to extract current licensing information from the product. If you do not synchronize, current product instance information may not appear in Enterprise License Manager. From the Product Add dialog box, you can click the Test Connection button to test the connection to the product instance prior to adding it. If the connection cannot be established, either through the connection test or by clicking OK to add a product instance, you may receive one of the following error messages: Note Instance Unreachable Login Failed Certificate Mismatch Registration Conflict Invalid Server Type Product Type Mismatch Duplicate Product Instance You may also skip the Test Connection button and click OK on the Add Product Instance dialog box. You can delete a product instance by selecting the check box next to the product instance and clicking Delete. You can open the administration GUI for a particular product instance by selecting the check box next to the product instance and clicking Launch Admin GUI. Synchronizes Enterprise License Manager with the product instances to obtain the most up-to-date licensing information for all license types in the system OL

44 Administration View Settings Enterprise License Manager Setup Setting Product Instance details page Note General tab Clicking on a product instance in the Product Instance table opens the following details page The General tab is divided into two sections: Product Information Administrator Account The Product Information section contains the following information: Name Hostname/IP Address Product Type Product Version The Administrator Account section contains the following information: Username Password License Usage tab Clicking the Save button saves your changes. Note Prior to clicking the Save button, you have the option of clicking the Test Connection button to ensure that the connection is established. The License Usage tab contains a graphical representation of the license requests and a table illustrating the number of licenses requested by license type. Administration View Settings The Administration view allows you to configure the following Enterprise License Manager settings: Administrator Accounts OS Administration Disaster Recovery Diagnostic Logs Restart 38 OL

45 Enterprise License Manager Setup Administration View Settings Setting Administrator Accounts Add Administrator button Selecting the Add Administrator button in the Administrator Accounts window opens the Add Administrator Account window. From this window, you can add an administrator. You are prompted for the following information: User ID Password Re-enter Password Change Password Selecting the Change Password link in the Administrators table opens the Change Password page. From this page you can change the password of an existing administrator account. You are prompted for the following information: New Password Re-enter New Password Edit <User ID> Selecting the user ID of an existing administrator account in the Administrator Accounts Window opens an Edit <User ID> page. From this page you can edit the Name/ of an administrator account. OS Administration OS Administration Disaster Recovery The OS Administration page contains a link to the Cisco Unified OS Administration utility. Clicking this link opens the utility in a new window. Note The Cisco Unified OS Administration utility is common to Unified CM, Unity Connection, and Enterprise License Manager. It is not unique to Enterprise License Manager. OL

46 Administration View Settings Enterprise License Manager Setup Setting Disaster Recovery The Disaster Recovery page contains a link to the Cisco Disaster Recovery Service utility. Clicking this link opens the utility in a new window. Note The Cisco Disaster Recovery Service utility is common to Unified CM, Unity Connection, and Enterprise License Manager. It is not unique to Enterprise License Manager. For documentation on the Cisco Disaster Recovery Service utility, see the following: Unified CM: ps556/prod_maintenance_guides_list.html Unity Connection: voice_ip_comm/connection/8x/drs_administration/guide/ 8xcucdrsag.html Diagnostic Logs Log Settings tab The Log Settings tab lists the diagnostics categories and log levels. The Log Level drop-down list for each diagnostic category can be set to one of the following: Error Warning Info Debug Once the log level has been set for each diagnostic category, you can save your changes by clicking the Save button. You may also opt to reset your log settings by clicking the Reset button. Download Logs tab The Download Logs tab allows you to generate a log file, using the date and time range of your choice to include in the log file. The default range is from 12 AM of the current day until the current time. You can then generate the file by clicking the Generate Log File button. The log file is generated and downloaded to your computer. Restart Restart The Restart button restarts all Enterprise License Manager services. 40 OL

47 CHAPTER 5 Troubleshooting If an issue occurs with Enterprise License Manager, an error messages appears. The following status messages may display when there is an issue: Unknown Username and Password for Enterprise License Manager Login, page 41 Configuration Changes Are Not Appearing in Enterprise License Manager, page 42 The Following Error Message Appears: The Cause of the Error Is Unknown, page 42 Product Instance Was Modified, but Changes Are Not Reflected in License Usage Data, page 42 Product Instance Was Deleted, but Is Still Showing Up in License Usage Data, page 43 Product Instance Is Not Showing Up in License Usage Data, page 43 Product Instance Data in Administration GUI Does Not Match Data Product Instances View in Enterprise License Manager, page 43 Overage Alerts Are Not Appearing When Enterprise License Manager Goes Into Overage, page 44 Enterprise License Manager Does Not Indicate a Product Overage, page 44 Licenses Are Missing Following Restoration of Enterprise License Manager on a Different Server, page 44 Cannot Bring System Into Compliance Using the Upgrade Licenses Wizard, page 45 Unknown Username and Password for Enterprise License Manager Login I do not know the username and password of the system when it was originally installed, so I cannot log into Enterprise License Manager. OL